{
  "crd_number": 110788,
  "slug": "valley-national-advisers-inc-bethlehem-pa-110788",
  "primary_business_name": "VALLEY NATIONAL ADVISERS INC",
  "legal_name": "VALLEY NATIONAL ADVISERS INC",
  "dbas": [
    "VALLEY NATIONAL FINANCIAL ADVISORS"
  ],
  "city": "Bethlehem",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "10900",
  "metro": {
    "cbsa_code": "10900",
    "common_name": "Allentown",
    "msa_name": "Allentown-Bethlehem-Easton, PA-NJ",
    "path": "/advisors/pa/allentown"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1985-08-30",
  "years_registered": 41,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 1310550210.0,
  "raum_discretionary": 1304862800.0,
  "raum_non_discretionary": 5687410.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 4723473.0,
      "count": 10
    },
    "individuals": {
      "raum": 228951981.0,
      "count": 943
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 4058573.0,
      "count": 10
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1066984571.0,
      "count": 410
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 5831612.0,
      "count": 18
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CT",
    "DE",
    "FL",
    "GA",
    "MA",
    "MD",
    "NC",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/VALLEYNATIONALFINANCIALADVISORS",
    "https://linkedin.com/COMPANY/VALLEY-NATIONAL-FINANCIAL-ADVISORS",
    "https://myretirementpro.com",
    "https://theweeklycommentary.com",
    "https://valleynationalgroup.com",
    "https://vimeo.com/VNFASINCE1985",
    "https://yourfinancialchoices.com",
    "https://youtube.com/USER/VNFASINCE1985",
    "https://zurillafinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110788",
  "city_as_filed": "BETHLEHEM",
  "url": "https://advisorcensus.com/firm/valley-national-advisers-inc-bethlehem-pa-110788",
  "display_name": "Valley National Advisers Inc",
  "summary": "Valley National Advisers Inc is an SEC-registered investment advisory firm in Bethlehem, PA, registered since 1985, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Valley National Advisers Inc (CRD 110788): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Valley National Advisers Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Valley National Advisers Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Valley National Advisers Inc located?",
      "a": "Valley National Advisers Inc's principal office is in Bethlehem, PA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Valley National Advisers Inc registered with the SEC or a state?",
      "a": "Valley National Advisers Inc is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 110788."
    },
    {
      "q": "How much does Valley National Advisers Inc manage?",
      "a": "Valley National Advisers Inc reports $1,310,550,210 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Valley National Advisers Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Valley National Advisers Inc: Regulatory assets under management: $1,105,560,995 in the October 2021 data and $1,310,550,210 in the October 2026 data, up 19%. Total employees: 15 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Valley National Advisers Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (943); high net worth individuals (410); corporations or other businesses not listed above (18)."
    },
    {
      "q": "Does Valley National Advisers Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110788"
    },
    {
      "q": "Does Valley National Advisers Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 says: \"Minimum assets under management for NEW relationships is $500,000.00.\""
    },
    {
      "q": "What changed in Valley National Advisers Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,131,857,422 to $1,310,550,210 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1105560995.0,
      "total_employees": 15,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1254691224.0,
      "total_employees": 15,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1129285725.0,
      "total_employees": 15,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1301950845.0,
      "total_employees": 15,
      "filing_date": "2024-08-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1131857422.0,
      "total_employees": 12,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1310550210.0,
      "total_employees": 13,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,131,857,422 to $1,310,550,210 (+16%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CO, NH, UT."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "Minimum assets under management for NEW relationships is $500,000.00."
        ]
      }
    ],
    "quotes": [
      "Minimum assets under management for NEW relationships is $500,000.00."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/valley-national-advisers-inc-bethlehem-pa-110788.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 943,
      "fewer_than_5": false,
      "raum": 228951981.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 410,
      "fewer_than_5": false,
      "raum": 1066984571.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 4058573.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 10,
      "fewer_than_5": false,
      "raum": 4723473.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 18,
      "fewer_than_5": false,
      "raum": 5831612.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110788",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}